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IBHM ISHARES TR

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ETF (fund)

4 managers (4 13F filers) reported a position in IBHM shares at 2026-06-30, 428,861 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
4
13F filers
4
New
2
Added
0
Reduced
0
Sold out
1
Shares held by filers
428,861

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.400,000$10.2M<0.01%013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC19,700$501K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC9,000$229K<0.01%new13F-HRTimeline
Bullock Wealth Management Group161$4.07K<0.01%13F-HRTimeline